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Third View Private Wealth, LLC

● SEC registered since 2025CRD 335591SEC# 801-132770Westport, CT
Export (members)
Reg. AUM
$1.16B
Employees
11
Accounts
1,792
Location
Westport, CT

Third View Private Wealth, LLC assets under management

Third View Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Westport, CT. The firm has been registered since 2025. It reports $1.2 billion in regulatory assets under management and employs 11 people.

Third View Private Wealth, LLC owners & executives

10 reported
NameTitleOwnershipSince
Aphyra Holdings LLC ControlMember25-50%2025
Christopher Lee PayneCcoUnder 5%2025
Francis McKiernan ControlManaging MemberUnder 5%2025
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Frequently asked questions

How much does Third View Private Wealth, LLC manage?

Third View Private Wealth, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Third View Private Wealth, LLC have?

Third View Private Wealth, LLC reports 11 employees.

Where is Third View Private Wealth, LLC located?

Third View Private Wealth, LLC is based in Westport, CT and has been SEC-registered since 2025.

Does Third View Private Wealth, LLC disclose fund performance?

Third View Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Post Road West, 1st Floor, Westport, CT 06880
Phone8607590650
Fax888-578-4978
Office hours8a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.16B▲ 10%
Aug '25 — $1.05BSep '25 — $1.05BOct '25 — $1.05BNov '25 — $1.05BDec '25 — $1.05BJan '26 — $1.05BFeb '26 — $1.16BMar '26 — $1.16BApr '26 — $1.16BMay '26 — $1.16BJun '26 — $1.16B
Aug '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$1.16Bregulatory AUM
Discretionary $1.16B